SHARED VISION WEALTH GROUP, LLC is an SEC-registered investment adviser (CRD 325000). Regulatory assets under management: $335.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Bradley Aaron Sayre | CCO/OWNER OF LLC; OWNER OF LLC | — |
| Carolina Nmn Ortiz | OWNER OF LLC | — |
| Bryan Patrick Theall | OWNER OF LLC | — |
| SAYRE BRADLEY AARON | CCO; CCO/OWNER OF LLC; OWNER OF LLC | — |
| ORTIZ CAROLINA NMN | OWNER OF LLC | — |
| THEALL BRYAN PATRICK | OWNER OF LLC | — |
| ORTIZ CAROLINA | OWNER OF LLC | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 760-349-1747 |
| — | — | 1 | 760-349-1749 |
| — | — | 1 | 760-349-1747 |
| — | — | 1 | 760-349-1749 |